Responsible for assisting with the daily loan and collateral analysis, as well as providing broader analytical support to the account executives as needed. Analysis may include, but is not limited to, analyzing clients collateral and assisting the account executives with various duties. Responsibilities: 1. For all assigned clients, review of initial underwriting memo, collateral audit, appraisal, and borrowing base certificate. Post-closing review of the quarterly audits 2. Assist with pre-funding and onboarding of new clients 3. Perform monthly/daily invoice verifications to maintain the minimum as outlined in the policy book and maintain the verifications workbook 4. Monitor and update Ticklers, ensuring client is in compliance with monthly reporting; (BBC, AR, AP, Inventory, Financials, Maturity Date, Etc.) 5. Responsible for weekly review of the designated portion of the portfolio Borrowers' updated borrowing base collateral and related backup to ensure compliance and conformity of all within the portfolio and , cash in and out and associated treasury functions. Includes accurate input into the Stucky Loan Administration System 6. Complete daily/weekly/monthly operations processes (EOD, EOM, Daily Advances, Etc.) 7. Ensure all client information is saved properly on the server Qualifications/Requirements: 1. Strong organizational skills with ability to multi task and prioritize deadlines in a fast paced ever-changing environment. 2. Strong analytical skills, written/verbal communication, presentation and interpersonal skills. 3. Ability to interact with all levels of management. 4. Proficient in Microsoft Office, particularly Excel, PowerPoint and Word.
Asset Backed Securities, Banking Letters of Credit
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